Koch Industries’s Stoneridge SRI Stock Holding History

Koch Industries’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-11,361	Closed	-$314K	–	551
2018 Q1	$314K	Buy	+11,361	New	+$277K	0.03%	620

Other funds holding SRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Koch Industries's SRI Position: Q2 2018 in Review

Koch Industries sold out of Stoneridge (SRI) in Q2 2018, closing a stake of 11,361 shares — an estimated $314K sold.

Koch Industries first reported a position in SRI in Q1 2018 and held it in 1 quarter. The position peaked at $314K in Q1 2018. 191 funds tracked by Wall St. Rank hold SRI as of Q2 2018.

Koch Industries reported no remaining Stoneridge position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 11,361 Stoneridge shares in Q2 2018, an estimated $314K.
Koch Industries first reported a position in Stoneridge in Q1 2018 and held it in 1 quarter.
Koch Industries's Stoneridge position peaked at $314K in Q1 2018.
191 funds tracked by Wall St. Rank held Stoneridge as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.